Timothy Smith
Advisor at American Independent Securities Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at American Independent Securities Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle, ID 83616
Credentials
Series 63, Series 66
Industry experience
19 years
Timothy Smith is a financial advisor with USA Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 14 years. Outside of advising, he is the owner of Admiral Coffee House, LLC, a coffee shop business that is currently inactive and slated for closure. USA Financial Securities serves individuals, corporations, and trusts, with a focus on clients planning for or in retirement. The firm offers comprehensive financial planning, advisory account management, and access to third-party money managers through both wrap and non-wrap platforms, maintaining a supervisory review process and a commission-capable brokerage and insurance distribution model.
Based on American Independent Securities Group, LLC
Financial planning fixed fees typically range from $100 to $4,000
0.75% to 2.5% (negotiable, based on total assets, scope of engagement, investment style, types of investments)
Financial planning fees may be charged hourly from $50 to $250 per hour; third-party estate planning hourly fees agreed upon at engagement start
Account minimum: $2,500 Fee-only: Financial planning fees charged hourly ($50 to $250 per hour) or fixed fee ($100 to $4,000)
664 S Rivershore Lane, Suite 150
Eagle, ID 83616
Idaho
American Independent Securities Group, LLC
2026 - Present (1 year)
USA Financial Securities
2020 - 2025 (5 years)
Financial Ark Builders
2020 - Present (6 years)
IC Advisory Services, Inc.
2006 - 2020 (14 years)
The Investment Center, Inc.
2006 - 2020 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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